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Home > Institutional Investor > Nvest Financial, Llc > Profile

Instuitional Investor - Nvest Financial, Llc

Fund Profile
Filing Period:
Fund Name: Nvest Financial, Llc
Portfolio Value $268,412,226
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 41,006 $17,484,995 6.51%
2.
Spdr S & P 500 Etf Trust
 SPY 20,450 $13,299,619 4.95%
3.
Apple Inc.
 AAPL 45,831 $11,631,488 4.33%
4.
Ishares Trust
 IEF 52,394 $11,063,082 4.12%
5.
Walmart Inc.
 WMT 58,903 $7,320,465 2.73%
Insider Monkey Quarterly Strategy
+498.7% Insider Monkey Quarterly Strategy
+195% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through February 18th, 2026)

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